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All Articles tagged with 'Phillip Win'

You are in   Posts tagged 'Phillip Win'

2020 FPA Award winners revealed

From FPA - Financial Planning Association

The Financial Planning Association of Australia (FPA) has announced the winners of the 2020 FPA Awards. Now in its eighth year, the FPA Awards recognises exceptional financial planners, paraplanners, university

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27 Nov 2020
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How is FASEA impacting our industry?

From Profile Financial Services

There are many financial planners who may not have formal studies and qualifications, but who have clearly demonstrated an ethical, professional attitude and behaved in a manner that has allowed

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22 Jun 2018
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Fee for no service exposed

From Profile Financial Services

The early findings from the Financial Services Royal Commission makes for some interesting reading. While some of the news may not shock you, there are some key takeaways that clients

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20 Apr 2018
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Crucial conversations: achieving an estate plan that stands the test of time

From Profile Financial Services

If you are a person who has achieved a stage of financial independence, it is vital that you have an effective Estate Plan to protect you and your family. An

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22 Sep 2017
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    Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]

  • CPD: China’s next phase – what persistent supply-side growth means for global markets

    China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]

  • CPD: Ethics and client best interests

    In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]

  • CPD: Capitalising on global growth in the decarbonisation era

    Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]

  • CPD: Decoding the compliance signals within AFCA’s Lead Decisions

    Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]

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